The story is the Supa Phase 2 ramp doubling capacity by FY27, and the latest print accelerated sharply. Even so, the market's already banking it all landing perfectly.
Overall read
6.9/10
Priced for it
The three reads · this quarter
The story is the Supa Phase 2 ramp doubling capacity by FY27, and the latest print accelerated sharply. Even so, the market's already banking it all landing perfectly.
Overall read
6.9/10
Priced for it
The three reads · this quarter
The standing reads · change less often
Moat
Moderate edge
Strong positioning in specialized winding wires with HVDC exclusivity, but limited cycle history.
Key variables
3 tracked
lead: Capacity utilizationUtilization declined as new capacity came online faster than volume absorption, indicating short-term dilution but setting up for future operating leverage as volumes ramp.
Walk the talk
Not enough data
as of Q1 FY27Supa Phase 2 expansion to double capacity to 59,045 MT by March 2027, driving volume growth.
Latest · newest first
2w ago · Business Update
KSH submits monitoring agency report for quarter ended June 30, 2026.
2w ago · Business Update
KSH International appointed Secretarial Auditor and Cost Auditor at board meeting held Aug 10, 2026.
3w ago · Capex & Expansion
Commencement of production at new upcast facility in Pune.
0 of 1 guidance items delivered on time
Where it sits